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Fee-Based Portfolio Management

Fee-Based Portfolio Management

With fee based accounts there are no conflicts of interest with products and no commissions paid. (Trading and ticket charges paid to the client selected custodian). Our fees are based on the total value of the account under management. You get innovative and objective advice designed to meet your financial objectives. Most importantly, we begin with the end in mind, by understanding client goals and setting strategies to meet those goals rather than just beating the market.